VANGUARD WELLINGTON FD's ticker is VFQY and the CUSIP is 921935706. A total of 57 filers reported holding VANGUARD WELLINGTON FD in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $69,520 | -11.7% | 619 | -10.3% | 0.01% | -12.5% |
| Q2 2023 | $78,704 | -10.2% | 690 | -14.7% | 0.02% | -20.0% |
| Q1 2023 | $87,639 | +3.3% | 809 | 0.0% | 0.02% | -9.1% |
| Q4 2022 | $84,823 | +10.2% | 809 | 0.0% | 0.02% | +4.8% |
| Q3 2022 | $77,000 | -2.5% | 809 | 0.0% | 0.02% | -16.0% |
| Q2 2022 | $79,000 | -16.0% | 809 | 0.0% | 0.02% | -7.4% |
| Q1 2022 | $94,000 | -7.8% | 809 | 0.0% | 0.03% | -3.6% |
| Q4 2021 | $102,000 | +7.4% | 809 | 0.0% | 0.03% | 0.0% |
| Q3 2021 | $95,000 | -1.0% | 809 | 0.0% | 0.03% | -3.4% |
| Q2 2021 | $96,000 | +140.0% | 809 | +124.1% | 0.03% | +107.1% |
| Q1 2021 | $40,000 | – | 361 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Armbruster Capital Management, Inc. | 116,968 | $13,669,000 | 3.91% |
| Milestone Advisory Partners | 34,010 | $3,974,000 | 2.34% |
| Symmetry Partners, LLC | 114,409 | $13,466,000 | 0.89% |
| Cardan Capital Partners, LLC | 60,429 | $7,062,000 | 0.79% |
| Coastline Trust Co | 15,666 | $1,831,000 | 0.23% |
| Mosaic Family Wealth, LLC | 6,928 | $810,000 | 0.22% |
| Capital Advisors, Ltd. LLC | 6,366 | $744,000 | 0.13% |
| Secure Asset Management, LLC | 1,762 | $206,000 | 0.10% |
| Destiny Wealth Partners, LLC | 3,129 | $366,000 | 0.07% |
| Laurel Wealth Advisors, Inc. | 2,791 | $326,000 | 0.06% |